Triangle Securities Wealth Management Advisors Inner Circle Fd Iii S Transaction History
Triangle Securities Wealth Management
- $372 Million
- Q1 2025
A detailed history of Triangle Securities Wealth Management transactions in Advisors Inner Circle Fd Iii S stock. As of the latest transaction made, Triangle Securities Wealth Management holds 81,078 shares of SAGP stock, worth $2.38 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
81,078
Previous 79,622
1.83%
Holding current value
$2.38 Million
Previous $2.27 Million
7.85%
% of portfolio
0.66%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding SAGP
# of Institutions
11Shares Held
929KCall Options Held
0Put Options Held
0-
Baird Financial Group, Inc. Milwaukee, WI413KShares$12.1 Million0.02% of portfolio
-
Envestnet Asset Management Inc350KShares$10.3 Million0.0% of portfolio
-
Cambridge Advisors Inc.22.1KShares$648,1960.15% of portfolio
-
Archford Capital Strategies, LLC21.9KShares$644,1700.1% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL15KShares$441,3490.03% of portfolio